-62.6%
TASK price history and return analytics
+70.5%
-133.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | +0.1% |
| 7D | -6.1% | -0.1% | -5.9% | -5.8% |
| 30D | +6.6% | -0.7% | +7.3% | +8.1% |
| 3M | +32.3% | +4.0% | +28.3% | +22.6% |
| 6M | +9.6% | +12.3% | -2.7% | -11.8% |
| YTD | -1.5% | +14.0% | -15.5% | -23.2% |
| 1Y | -33.9% | +20.3% | -54.2% | -53.7% |
| 3Y | +20.9% | +75.4% | -54.6% | -63.7% |
| 5Y | -82.4% | +66.0% | -148.3% | -92.7% |
| All | -62.6% | +70.5% | -133.2% | -85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling